The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ACCERLERATE DIAGNOSTICS, INC | COM | 00430H102 | 1,527 | 261,993 | SH | DFND | 1 | 261,993 | 0 | 0 | |
AMERICAN TOWER CORPORATION CMN | COM | 03027X100 | 6,410 | 24,150 | SH | DFND | 1 | 49,150 | 0 | 0 | |
AMAZON.COM INC CMN | COM | 023135106 | 45,991 | 14,000 | SH | DFND | 1 | 14,000 | 0 | 0 | |
ALIBABA GROUP HOLDINGS ADR | SPONSORED ADR | 01609W102 | 5,211 | 35,200 | SH | DFND | 1 | 35,200 | 0 | 0 | |
CARDLYTICS INC | COM | 14161W105 | 5,926 | 70,600 | SH | DFND | 1 | 70,600 | 0 | 0 | |
CHARTER COMMUNICATION | COM | 16119P108 | 11,512 | 15,823 | SH | DFND | 1 | 15,823 | 0 | 0 | |
CHEGG INC | COM | 163092109 | 20,406 | 300,000 | SH | DFND | 1 | 300,000 | 0 | 0 | |
CARVANA CO | COM | 146869102 | 50,122 | 166,220 | SH | DFND | 1 | 166,220 | 0 | 0 | |
FACEBOOK, INC. | COM | 30303M102 | 15,273 | 45,000 | SH | DFND | 1 | 45,000 | 0 | 0 | |
GDS HOLDINGS LTD | COM | 36165L108 | 13,898 | 245,500 | SH | DFND | 1 | 245,500 | 0 | 0 | |
ALPHABET INC CLASS A | COM | 02079K305 | 17,111 | 6,400 | SH | DFND | 1 | 6,400 | 0 | 0 | |
JD.COM, INC. | COM | 47215P106 | 10,222 | 141,500 | SH | DFND | 1 | 141,500 | 0 | 0 | |
VISA INC. CMN CLASS A | COM | 92826C839 | 8,910 | 40,000 | SH | DFND | 1 | 40,000 | 0 | 0 | |
ZILLOW GROUP INC - CLASS A | COM | 98954M101 | 11,515 | 130,000 | SH | DFND | 1 | 130,000 | 0 | 0 | |
ZILLOW GROUP INC - CLASS C | COM | 98954M200 | 16,747 | 190,000 | SH | DFND | 1 | 190,000 | 0 | 0 | |
PELOTON INTERACTIVE INC | COM | 70614W100 | 871 | 10,000 | SH | DFND | 1 | 10,000 | 0 | 0 | |
NETFLIX, INC. | COM | 64110L106 | 3,876 | 6,350 | SH | DFND | 1 | 6,350 | 0 | 0 |